Legacy Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
11,705
+342
| +3% | +$23.7K | 0.13% | 137 |
|
|
2025
Q1 | $806K | Buy |
11,363
+173
| +2% | +$12.3K | 0.13% | 131 |
|
|
2024
Q4 | $802K | Buy |
11,190
+456
| +4% | +$32.7K | 0.13% | 127 |
|
|
2024
Q3 | $907K | Buy |
10,734
+630
| +6% | +$53.3K | 0.15% | 107 |
|
|
2024
Q2 | $715K | Buy |
10,104
+344
| +4% | +$24.4K | 0.13% | 131 |
|
|
2024
Q1 | $624K | Buy |
9,760
+1,429
| +17% | +$91.3K | 0.11% | 150 |
|
|
2023
Q4 | $506K | Buy |
8,331
+1,088
| +15% | +$66.1K | 0.1% | 167 |
|
|
2023
Q3 | $415K | Sell |
7,243
-1,913
| -21% | -$110K | 0.08% | 161 |
|
|
2023
Q2 | $679K | Buy |
9,156
+1,448
| +19% | +$107K | 0.13% | 94 |
|
|
2023
Q1 | $594K | Sell |
7,708
-713
| -8% | -$55K | 0.12% | 104 |
|
|
2022
Q4 | $704K | Buy |
8,421
+1,066
| +14% | +$89.1K | 0.15% | 80 |
|
|
2022
Q3 | $577K | Buy |
7,355
+536
| +8% | +$42K | 0.14% | 84 |
|
|
2022
Q2 | $528K | Sell |
6,819
-19
| -0.3% | -$1.47K | 0.13% | 85 |
|
|
2022
Q1 | $579K | Buy |
6,838
+290
| +4% | +$24.6K | 0.13% | 87 |
|
|
2021
Q4 | $611K | Buy |
6,548
+548
| +9% | +$51.1K | 0.14% | 71 |
|
|
2021
Q3 | $471K | Buy |
6,000
+440
| +8% | +$34.5K | 0.12% | 84 |
|
|
2021
Q2 | $407K | Buy |
5,560
+44
| +0.8% | +$3.22K | 0.1% | 91 |
|
|
2021
Q1 | $417K | Sell |
5,516
-415
| -7% | -$31.4K | 0.11% | 77 |
|
|
2020
Q4 | $457K | Buy |
5,931
+651
| +12% | +$50.2K | 0.13% | 70 |
|
|
2020
Q3 | $366K | Buy |
+5,280
| New | +$366K | 0.11% | 70 |
|
|
2020
Q1 | – | Sell |
-3,544
| Closed | -$215K | – | 105 |
|
|
2019
Q4 | $215K | Buy |
3,544
+76
| +2% | +$4.61K | 0.07% | 111 |
|
|
2019
Q3 | $202K | Buy |
+3,468
| New | +$202K | 0.07% | 111 |
|
|
2019
Q2 | – | Sell |
-3,404
| Closed | -$165K | – | 626 |
|
|
2019
Q1 | $165K | Buy |
3,404
+228
| +7% | +$11.1K | 0.06% | 118 |
|
|
2018
Q4 | $138K | Buy |
3,176
+256
| +9% | +$11.1K | 0.05% | 123 |
|
|
2018
Q3 | $122K | Buy |
2,920
+36
| +1% | +$1.5K | 0.04% | 153 |
|
|
2018
Q2 | $122K | Buy |
2,884
+488
| +20% | +$20.6K | 0.05% | 148 |
|
|
2018
Q1 | $96K | Buy |
2,396
+252
| +12% | +$10.1K | 0.04% | 170 |
|
|
2017
Q4 | $83K | Buy |
+2,144
| New | +$83K | 0.03% | 199 |
|